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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,783 | $140,592-61.0% | $123,106-55.5% | $125,393-56.3% |
| Participation rate | 72.2% | 88.2%-16.0pp | 86.8%-14.6pp | 83.2%-11.0pp |
| Annual return | -4.77% | 16.80%-21.6pp | 13.22%-18.0pp | 282.23%-287.0pp |
| Employer contribution / active EE | $2,093 | $6,041-65.4% | $5,151-59.4% | $4,866-57.0% |
| Participant deferral / active EE | $5,554 | $6,980-20.4% | $6,229-10.8% | $5,351+3.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |